Zen Tax

About Zen Tax

Zen Tax is an AI-powered platform that connects businesses and accountants in one shared financial workspace.

The Zen Tax mobile app helps business owners manage daily financial operations while collaborating seamlessly with their accountants. Capture financial documents, communicate in real time, track performance, and generate reports — all from your phone.

Snap Receipts & Invoices with AI

Capture receipts and invoices instantly using your phone’s camera. Zen Tax's AI extracts key information and organizes documents automatically, helping reduce manual bookkeeping work.

Once uploaded, documents are immediately available for your accountant to review.

Real-Time Chat With Your Accountant

Communication is built directly into Zen Tax.


Use real-time chat to:

• discuss financial questions
• reply to transaction clarification requests
• resolve unknown transactions
• send documents and photos
• collaborate without long email threads

Zen Tax includes general chats, business-specific discussions, and direct conversations with your accountant.

Smart Invoice Management

Create, receive, and manage invoices in one place.

Track the full lifecycle of every invoice:

• create and send invoices
• accept vendor invoices
• record payments or partial payments
• mark refunds or bad debt
• view full invoice history

Each invoice action automatically creates ledger entries, helping maintain accurate accounting records.

Instant Financial Statements

Generate financial reports instantly.

Available reports include:

• Profit & Loss
• Balance Sheet
• Sales Tax Reports
• Cash Flow Reports

Simply choose a date range and Zen Tax will generate the report automatically.

Real-Time Business Dashboards

Stay on top of your business performance with financial dashboards showing:

• total sales
• revenue and expenses
• accounts receivable (AR)
• accounts payable (AP)
• AR/AP aging reports
• uncategorized transactions
• assets and liabilities
• shareholder balance
• tax payment schedules

Built for Businesses and Accounting Firms

Zen Tax supports both business owners and accounting firms.

For businesses:
• manage financial documents
• communicate with accountants
• track business performance

For accounting firms:
• streamline communication with clients
• manage contacts and leads
• track client jobs and tasks
• access financial dashboards

Additional Features

• real-time client–accountant collaboration
• automated ledger entries
• instant financial reports
• contact management
• inventory management

Zen Tax brings modern collaboration and automation to accounting workflows.